Lake Point Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lake Point Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5.44M	Sell
2022 Q1	$6.84M	Sell
2021 Q4	$7.53M	Sell
2021 Q3	$6.99M	Sell
2021 Q2	$7.85M	Buy
2020 Q1	$25.5M	Sell
2019 Q4	$35M	Buy
2019 Q2	$32.8M	Hold
2019 Q1	$32.8M	Buy
2018 Q4	$21.9M	Buy